Ann is the Founder and President of Regatta Wealth Management LLC, a financial planning and investment management firm based on Chicago’s North Shore. Her firm focuses on strategic investment management with a personalized approach to financial planning including counseling multi-generational families as they address the financial goals of each generation.
Prior to founding Regatta Wealth Management LLC, Ann served as a Managing Director at VennWell, where she delivered financial planning and financial consulting solutions. In her previous position as Managing Director and Partner with HighTower Advisors, she led the Central Division throughout the Midwest and Florida. Prior to that, Ann spent 15 years at Smith Barney and Morgan Stanley Smith Barney in a number of leadership roles across the U.S., most recently as a Senior Vice President and Branch Manager of a top Private Client and Corporate Services branch.
Ann is active in her community, as she currently serves on the Board of Directors for the Career Resource Center in Lake Forest and is the Finance Trustee for the Union Church of Lake Bluff. Ann holds the FINRA Series 7, 9, 10, 63 & 65 licenses. She is a graduate of Drake University, where she earned a BA in Economics and Political Science. Ann also studied under Tony Banks, Lord Stratford and British Minister of Sport. Ann and her husband, Ryan, reside in Lake Bluff, IL with their two daughters, Elizabeth (8) and Grace (6).